Private Wealth Client Services Specialist

Role Summary:

The Private Wealth Solutions Service Officer is responsible for delivering seamless operational and client servicing support to Private Wealth clients and Relationship Managers. The role ensures accurate trade execution, efficient onboarding, and timely resolution of client concerns while supporting business growth and maintaining the highest standards of service excellence and compliance.

What Business Outcomes the Role is Responsible for:

• Deliver Seamless Client Servicing: Ensure accurate and timely processing of client instructions, account onboarding, and service requests to strengthen client satisfaction and operational efficiency.
• Support Business Growth Objectives: Contribute to AUM, net flow, and revenue growth by enabling Relationship Managers through reliable operational support, account referrals, and responsive client coordination.
• Maintain Compliance & Operational Excellence: Uphold regulatory and in...